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Executive Wealth Management’s Walmart Inc WMT Stock Holding History

Executive Wealth Management’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$8.51M Sell
94,142
-29,258
-24% -$2.54M 0.67% 45
2024
Q3 		$9.96M Buy
+123,400
New +$9.06M 0.78% 33
2024
Q2 		– Sell
-150,374
Closed -$9.02M – 252
2024
Q1 		$9.02M Sell
150,374
-23,818
-14% -$1.36M 0.79% 35
2023
Q4 		$9.15M Sell
174,192
-2,256
-1% -$119K 0.86% 34
2023
Q3 		$9.41M Buy
176,448
+3,123
+2% +$166K 0.97% 28
2023
Q2 		$9.08M Buy
173,325
+4,842
+3% +$244K 0.94% 32
2023
Q1 		$8.28M Buy
168,483
+7,164
+4% +$340K 0.92% 28
2022
Q4 		$7.62M Buy
161,319
+141,351
+708% +$6.71M 0.94% 31
2022
Q3 		$6.66K Sell
19,968
-125,670
-86% -$5.51M 0.93% 28
2022
Q2 		$5.9M Sell
145,638
-8,721
-6% -$402K 0.79% 41
2022
Q1 		$7.66M Buy
154,359
+5,187
+3% +$244K 0.83% 38
2021
Q4 		$7.19M Buy
149,172
+5,079
+4% +$242K 0.72% 42
2021
Q3 		$6.69M Sell
144,093
-3,105
-2% -$150K 0.74% 43
2021
Q2 		$6.92M Buy
147,198
+10,377
+8% +$483K 0.76% 36
2021
Q1 		$6.19M Buy
136,821
+3,780
+3% +$175K 0.73% 32
2020
Q4 		$6.39M Buy
133,041
+13,848
+12% +$672K 0.79% 26
2020
Q3 		$5.56M Buy
119,193
+4,692
+4% +$209K 0.77% 27
2020
Q2 		$4.57M Buy
114,501
+4,884
+4% +$201K 0.69% 29
2020
Q1 		$4.15M Sell
109,617
-20,835
-16% -$801K 0.74% 29
2019
Q4 		$5.17M Buy
130,452
+7,311
+6% +$290K 0.71% 32
2019
Q3 		$4.87M Buy
123,141
+9,861
+9% +$372K 0.74% 30
2019
Q2 		$4.17M Buy
113,280
+12,987
+13% +$448K 0.59% 33
2019
Q1 		$3.26M Buy
100,293
+8,019
+9% +$260K 0.58% 44
2018
Q4 		$2.87M Buy
+92,274
New +$2.96M 0.5% 41

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Executive Wealth Management's WMT Position: Q4 2024 in Review

Executive Wealth Management reduced its Walmart Inc (WMT) stake by 24% in Q4 2024, selling an estimated $2.54M and leaving 94,142 shares worth $8.51M. The position accounts for 0.67% of the portfolio, ranked #45.

Executive Wealth Management first reported a position in WMT in Q4 2018 and has held it in 24 quarters since. The position peaked at $9.96M in Q3 2024. 3,909 funds tracked by Wall St. Rank hold WMT as of Q4 2024.

  • Executive Wealth Management held 94,142 shares of Walmart Inc worth $8.51M as of Q4 2024.
  • Executive Wealth Management sold 29,258 Walmart Inc shares in Q4 2024, an estimated $2.54M.
  • Walmart Inc made up 0.67% of Executive Wealth Management's portfolio in Q4 2024, its #45 holding.
  • Executive Wealth Management first reported a position in Walmart Inc in Q4 2018 and has held it in 24 quarters since.
  • Executive Wealth Management's Walmart Inc position peaked at $9.96M in Q3 2024.
  • 3,909 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.